JP Morgan Private Wealth Advisors’s Fidelity National Financial FNF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FNF Stock Details FNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.68M	Sell	40,745 -1,404	-3%	-$56.2K	﹤0.01%	805
2023 Q2	$1.52M	Sell	42,149 -10,228	-20%	-$357K	0.01%	652
2023 Q1	$1.83M	Buy	52,377 +2,995	+6%	+$118K	﹤0.01%	915
2022 Q4	$1.86M	Sell	49,382 -2,921	-6%	-$110K	﹤0.01%	881
2022 Q3	$1.82M	Buy	52,303 +2,426	+5%	+$90.6K	﹤0.01%	877
2022 Q2	$1.77M	Buy	49,877 +2,871	+6%	+$112K	﹤0.01%	885
2022 Q1	$2.21M	Buy	47,006 +16,038	+52%	+$767K	﹤0.01%	867
2021 Q4	$1.55M	Buy	30,968 +3,189	+11%	+$153K	﹤0.01%	1025
2021 Q3	$1.21M	Buy	27,779 +2,065	+8%	+$91.6K	﹤0.01%	1123
2021 Q2	$1.07M	Sell	25,714 -68,857	-73%	-$3.01M	﹤0.01%	1160
2021 Q1	$3.7M	Sell	94,571 -12,263	-11%	-$466K	0.01%	582
2020 Q4	$4.02M	Buy	106,834 +97,582	+1,055%	+$3.29M	0.01%	544
2020 Q3	$279K	Buy	9,252 +1,202	+15%	+$37.6K	﹤0.01%	1391
2020 Q2	$237K	Buy	+8,050	New	+$221K	﹤0.01%	1401
2020 Q1	–	Sell	-7,249	Closed	-$316K	–	1462
2019 Q4	$316K	Buy	+7,249	New	+$322K	﹤0.01%	1213
2015 Q4	–	Sell	-9,453	Closed	-$233K	–	1179
2015 Q3	$233K	Sell	9,453 -2,213	-19%	-$58K	﹤0.01%	883
2015 Q2	$300K	Buy	11,666 +356	+3%	+$9.19K	﹤0.01%	843
2015 Q1	$289K	Buy	+11,310	New	+$285K	﹤0.01%	904

Other funds holding FNF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FNF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Fidelity National Financial (FNF) stake by 3.3% in Q3 2023, selling an estimated $56.2K and leaving 40,745 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #805.

JP Morgan Private Wealth Advisors first reported a position in FNF in Q1 2015 and has held it in 18 quarters since. The position peaked at $4.02M in Q4 2020. 596 funds tracked by Wall St. Rank hold FNF as of Q3 2023.

JP Morgan Private Wealth Advisors held 40,745 shares of Fidelity National Financial worth $1.68M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,404 Fidelity National Financial shares in Q3 2023, an estimated $56.2K.
Fidelity National Financial made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #805 holding.
JP Morgan Private Wealth Advisors first reported a position in Fidelity National Financial in Q1 2015 and has held it in 18 quarters since.
JP Morgan Private Wealth Advisors's Fidelity National Financial position peaked at $4.02M in Q4 2020.
596 funds tracked by Wall St. Rank held Fidelity National Financial as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.